Communications Review Group (CRG) Analyst - VP level

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 15 Oct 18

Communications Review Group (CRG) Analyst - VP level

Position Summary:
The Communications Review Group (CRG) is a service-oriented team of experienced professionals responsible for reviewing marketing material that is created by Financial Advisors (FAs) for distribution to the general public.

Responsibilities :

  • Supporting the Firm's social networking initiatives by reviewing and approving profiles, status updates, tweets, etc.
  • Reviewing and approving FA created marketing, advertising and sales materials.
  • Ensuring FA created materials are in conformance with regulatory requirements and Firm policies, procedures and guidelines.
  • Making review decisions independently with minimal management involvement.
  • Engaging business units in discussions and/or strategies around review content.
  • Addressing review decisions, comments, and potential solutions with branch management.
  • Assisting with CRG team projects as they arise and taking the lead on individual projects.


Qualifications :
  • Minimum 5-10 years of industry experience in reviewing marketing materials, advertisements and sales literature.
  • Must have both the Series 7 and 24.
  • Must have an understanding of Regulatory guidelines as they apply to Communications with the Public.
  • Ability to demonstrate investment product knowledge is essential.
  • Must have strong communication skills (verbal, written, and presentation).
  • Must demonstrate a strong appreciation for a service-oriented business platform.
  • Proven ability to work both independently and as a team and present/develop ideas.
  • Proficiency with Excel and PowerPoint
  • Education: BA or BS